Real RIAs · Real Results

300+ firms.
$1B+ closed.

The same paid acquisition system, deployed across hybrid advisors, RIAs, and FIA producers — from $20M solo practices to $365M+ Inc. 5000 firms. Same playbook. Different scales.

300+
Advisory Firms on Network
$1B+
Client AUM Closed
65K+
HNW Appointments
$261
Avg CPA Across Network
$15M+
Meta Ad Spend Managed
Flagship Case Study · RIA · MDRN Capital · Aaron Cirksena

From $18M to $365M+.
In three years.

Aaron Cirksena founded MDRN Capital and partnered with Advisors Hub in 2023 at $18M AUM. Today, MDRN sits at $365M+ in client AUM — Inc. 5000 #766, 548% three-year revenue growth, and growing every quarter on the same owned-infrastructure model AdvisorsOS productizes.

2023
$18M AUM at launch
2024
$214M End of Year 1
TODAY
$365M and counting
#766 on the 2024 Inc. 5000
548% three-year revenue growth
20×+ AUM multiple

The system paid for itself in the first 90 days. We went from cold outreach to a predictable pipeline overnight — and every piece of it lives in our accounts.

AC
Aaron Cirksena
CEO & Founder · MDRN Capital

AUM only — excludes FIA premium production (>50% of total commission revenue).

Case Studies · Across Every Segment

Same system. Every segment.

Hybrid advisors, RIAs, FIA producers, multi-advisor practices — pricing keys to book size, not regulatory category.

FIA PRODUCER · COMPASS
Paragon Tax Advisory
Jim McLane
3+ years on platform
1,114 Appointments at ~$95 CPA.
Campaigns running 3+ years on the platform.
1,114
Total Appointments
~$95
Avg CPA
RIA
Compass Retirement
Marvin Mitchell
2+ years on platform
4,175 qualified appointments generated.
From $315K total ad spend.
4,175
Appointments
$315K
Total Spend
RIA · WEALTH MANAGER
Leonard Financial
Jonathan Leonard
3+ years on platform
$13M single-client AUM relationship.
Closed from one appointment generated on the platform.
$13M
Single Relationship
1 Appointment
Source
HYBRID · SOLO PRACTICE
Cornerstone Wealth
Anthony Napolitano
2+ years on platform
60%+ appointment show rate.
AUM doubled in under 18 months on the platform.
60%+
Show Rate
AUM Growth
WEALTH MANAGER
David Cowee Wealth
David Cowee
12+ months on platform
$68 CPA per qualified HNW appointment.
Sustained over 12 months of continuous campaigns.
$68
Avg CPA
12 months
Duration

Six years. 300+ firms. $1B+ closed.
The category leader has not been built — yet.

Every firm that joins the network makes every other firm's campaigns smarter. The 301st advisor gets better recommendations than the 300th. That's the moat.

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AdvisorsOS
The AI-native paid acquisition operating system for hybrid advisors, RIAs, and FIA producers. Built from six years in-market by Advisors Hub Inc.
© 2026 Advisors Hub Inc. · AdvisorsOS is a vertical SaaS product of Advisors Hub Inc.
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